SIRI Monthly Thread July 2015

[midas360]

Not concerned with traders. They are gamblers. Plenty of people make and lose millions in casinos. That's not investing. After Mel left I was very down on Sirius. It had reached 20 times EV/EBITDA and lost a superlative CEO that brought it back from 5 cents to 3 bucks. Meyer was unproven. Apple was threatening. Who the hell on Wall Street wasn't scared? And so Sirius underperformed the S&P 500 for 2 years.

Meyer picked up Mel's FCF per share mantra. The buybacks picked up. Apple bought Beats and released a music service twice. Meyer has proven to keep subs growing at an enormous clip. Internet Streaming music is turning into a commodity. And on FCF per share Sirius should be $5 right now.

Storm has passed. The market is WRONG on Sirius. Opportunity ahead. Remember EBITDA Brandon. You laughed. You wrote EBITDA songs. I was right. And I will be right again on FCF per share. The next couple of years will prove it. Learn FCF per share.

Always love your posts Muscle especially the last paragraph. You have it figured out. Don't let anyone tell you otherwise.

[dm_4]

Comcast's numbers were fantastic Brandon Hedy or whatever your name is today. It was classic buy on the rumor sell on the news. It's happened to Sirius a million times over the years too. The analysts are raising numbers and targets on Comcast today on earnings reports. That is what you guys just can't get through your head. Day to Day movements on stocks mean nothing to investors. This is not gambling. It is investing. Hold your stocks for 5 years minimum! Take care whatever your name is and learn FCF per share! Remember EBITDA.............Remember your song. Learn

You just stated...."It was classic buy on the rumor sell on the news." You just proved my original point that one size does not fit all. Maybe you should not be so quick to shit on traders all the time. Your welcome for the learning lesson.

And please whatever you do....don't become like dirtbag #1 by accusing us of all having alias here....You don't want to be like Dirtbag #1....trust us!

[dm_4]

Always love your posts Muscle especially the last paragraph. You have it figured out. Don't let anyone tell you otherwise.

There you are Dirtbag #1!!!! So....do we sell here and buy back in at 2.75????? Please Advise!!!!!!!!!!

[midas360]

@Muscle... is the classic run to earnings before the sell off? Sirius XM is the biggest disappointment of the year.

[dm_4]

@Muscle... is the classic run to earnings before the sell off? Sirius XM is the biggest disappointment of the year.

Actually Dirtbag....Your call to sell 3.25 area and buy back in at 2.75 was the biggest disappointment of the year at least for you lol. We can put that to a community vote if you like

[njbones1]

That`s the truth Midas, it`s been a real POS

[dm_4]

That`s the truth Midas, it`s been a real POS

then why stay in it bones???



edit: 3.40 to 4 bucks ytd...personally i would hardly call it the biggest disappointment of the year.

And from 3.15 to 4 in 8 or 9 months....biggest disappointment??

[MUSCLE13]

@Muscle... is the classic run to earnings before the sell off? Sirius XM is the biggest disappointment of the year.

Sirius is up almost 12% this year on a flat market. How is it a disappointment?

Sorry, but I don't trade Midas. Trading is a fool's game. I have been accumulating because I think it's worth $5 on FCF right now. I could not care less whether it goes up or tanks on earnings. I am positioning for 2017-2020.

[dm_4]

Sirius is up almost 12% this year on a flat market. How is it a disappointment?

Sorry, but I don't trade Midas. Trading is a fool's game. I have been accumulating because I think it's worth $5 on FCF right now. I could not care less whether it goes up or tanks on earnings. I am positioning for 2017-2020.

"Sirius is up almost 12% this year on a flat market...how is that a disappointment?

Glad we agree on something.

[midas360]

I know you don't trade Muscle13. I too am talking to the "traders." I thought that was implied. My bad Muscle. I agree that trading requires "good timing." You were better off buying and holding this stock.

Sirius is up almost 12% this year on a flat market. How is it a disappointment?

Sorry, but I don't trade Midas. Trading is a fool's game. I have been accumulating because I think it's worth $5 on FCF right now. I could not care less whether it goes up or tanks on earnings. I am positioning for 2017-2020.